Institutional Ownership Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $830 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
62,396
shares
|
$1.61 Million
0.08% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
60,221
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
58,876
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 662.25%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
53,320
shares
|
$1.37 Million
0.51% of portfolio
|
Q2 2025
Added 86.81%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
52,383
shares
|
$1.35 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
51,491
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
50,250
shares
|
$1.29 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
49,055
shares
|
$1.26 Million
1.13% of portfolio
|
Q2 2025
Added 225.84%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
48,641
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
48,436
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
47,217
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
45,872
shares
|
$1.18 Million
0.33% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,556
shares
|
$1.17 Million
0.53% of portfolio
|
Q4 2022
Reduced 96.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
44,928
shares
|
$1.16 Million
0.12% of portfolio
|
Q2 2025
Added 73.47%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
44,052
shares
|
$1.13 Million
0.59% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
43,441
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
42,206
shares
|
$1.09 Million
0.43% of portfolio
|
Q4 2023
Added 7.08%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
40,746
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
37,316
shares
|
$960,887
0.0% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
36,954
shares
|
$951,565
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
36,690
shares
|
$944,767
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
35,289
shares
|
$908,691
0.97% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
34,466
shares
|
$887,499
0.0% of portfolio
|
Q2 2025
Reduced 58.36%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
32,487
shares
|
$836,540
0.4% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
31,991
shares
|
$823,768
0.07% of portfolio
|
Q2 2025
Added 19.32%
|